Dear Readers, Let me confess and say that I am a huge fan of Howard Marks’s writings. For those of you who have never heard of him, Howard Marks is the co-founder and co-chairman of the Oaktree Capital, a firm that is considered to be one of the largest investors in distressed securities worldwide. Marks … Continue reading Memo Thoughts – The Illusion of Knowledge →
In my last post, I mentioned that I was closely looking at my position in 3M especially in light of all the negative news surrounding the company. I had a similar post last month about another company, Intel, whose stock has been slaughtered after a disastrous earnings report. In fact, I am planning to make … Continue reading Lets talk about : 3M →
Dear Readers, Everything in the world around my family seems expensive, right from buying a some good take-out dinner to shopping for daily groceries to paying for gas. The finance community may argue about whether we are in a recession or not, but one sure sign that something in the economy is not quite right … Continue reading Monthly Income Report – August 2022 →
Dear Readers, I wanted to step away from the market news, discussion on investing and talk about the topic of “financial freedom”. This subject evokes a lot of interesting responses from the community. After all, everyone’s background and life experiences are not the same. Financial Freedom = Retirement The first common theme/variation of a response … Continue reading Random Thoughts on Financial Freedom →
Dear Readers, I have been taking my own sweet time to process the quarterly earnings of a few companies that I wanted to give some more close attention. Typically, I only try and focus on annual earnings reports and go back several years to try and look for interesting trends. However, if there are some … Continue reading Lets talk about : Intel →
Dear Readers, We are almost at the end of the summer and our family is looking forward to the start of the next school season. Work has been incredibly busy. And while all of that was going on, I was keeping a close eye on the earnings reports of certain companies that are on my … Continue reading Monthly Income Update – July 2022 →
When Warren Buffet was asked for his top book recommendations, his list included the following four books (in no particular order of importance): The Wealth of Nations by Adam Smith The Intelligent Investor by Benjamin Graham Security Analysis by Benjamin Graham & David Dodd Common Stocks and Uncommon Profits by Philip Fisher Buffet has admitted … Continue reading Common Stocks and Uncommon Profits – Book Review →
Dear Readers, I hope you are all doing well, staying safe and healthy and making progress on your individual journeys towards financial independence. As I write this, we are in the midst of a hectic earnings season. We are seeing record high inflation numbers and this is having a telling effect on the earnings reports … Continue reading Update – 7/28/2022 →
Dear Readers, It is that time of the month again. We have yet another month in the books, so it is time for me to write a report on how the month progressed. The stock market saw yet another tough month with a nearly 6.7% drop, including a drop of nearly 9.88% during the week … Continue reading Monthly Income Update – June 2002 →
I am regular listener of Dividend Talk. IMHO, it is one the best podcasts out there on the subject of dividend growth investing. Both the hosts, European DGI and Engineer my Freedom are pretty active on social media and maintain blogs/youtube channels. European DGI, in particular, has been very supportive since the early days of … Continue reading Which sectors will dominate the next 10 years? →
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